See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,120 | $165,335+8.9% | $149,696+20.3% | $158,922+13.3% |
| Participation rate | 35.7% | 84.6%-48.9pp | 82.5%-46.8pp | 82.0%-46.2pp |
| Annual return | 13.07% | 348.15%-335.1pp | 276.60%-263.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,370 | $5,103-73.1% | $4,644-70.5% | $4,761-71.2% |
| Participant deferral / active EE | $4,554 | $7,181-36.6% | $6,842-33.4% | $5,982-23.9% |
| Admin fee / account holder | $1,942 | $10,807-82.0% | $9,309-79.1% | $11,246-82.7% |